Michael Branthover is a CFP® professional with 11 years of industry experience, currently serving as an advisor at LPL Financial since 2016. He previously worked with Hergenroeder Financial Advisors, Inc. and holds a Series 66 license. Outside of his advisory role, he is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Miguel Zayas is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following prior experience at Wachovia Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Gabriel Plazola Martinez is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Raymond James Financial, where he has worked since 2023, and he also serves as Chief Operating Officer at Financial 360, LLC, a support company based in Rockville, MD. Martinez has held roles at both firms since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to project potential outcomes and supports both wrap-fee advisory programs and institutional consulting.

Mei Mei Chow is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 21 years of industry experience. She has worked at RBC Capital Markets since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Carter Lawrence is an advisor with Morgan Stanley in Columbia, MD, holding Series 63 and Series 65 licenses. He has been with Morgan Stanley and its Private Bank since 2026. Prior to this, he held various positions including roles at APL Federal Credit Union, SG Benefit Providers, and multiple engagements with West Virginia University and other organizations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Aruzhan Ablyazova is a financial advisor at Merrill with Series 66 credentials and less than one year of industry experience. Prior to joining Merrill, she held positions at Bank of America, Citibank, and Uniqlo. Outside of finance, she is involved with Beauty by Aidana / MKP. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Dormina Nyondo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo, Dormina worked at M and T Bank and TD Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services that include investment policy statement preparation, performance reporting, and participant education. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ken Furuya is a financial advisor with LPL Enterprise holding the ChFC® and Series 66 designations and has 22 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Casey Domanski is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Casey worked in various roles including at PF Changs and Mount St. Mary's University. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Danni Shen is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Shen worked at The Prudential Insurance Company of America, Pruco Securities LLC, BOC International (China) Co., Ltd., and Bank of China. Shen serves as treasurer and board member of the Tsinghua Alumni Association in Greater Washington DC and Hua Sports, both nonprofit organizations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Louis Glantz is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and 11 years of industry experience. His prior work includes a 15-year tenure with Commonwealth Financial Network before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational and research tools.

John Olson is a CFP® professional with 16 years of industry experience. He is currently affiliated with LPL Financial and also owns 2250 Financial Services, Inc. Olson has previously worked at Commonwealth Financial Network and First Command Financial Planning. He serves as a board member for Tipton Airport. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Jules Klose is a CFP® professional with 11 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he was with Axa Advisors LLC from 2014 to 2017. He is also an agent with Thompson Financial Group, LLC, where he handles individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning through collaborative annual engagements using firm-approved analytical tools.

Zachary Payton is a CFP® professional with 12 years of experience, currently serving at Raymond James Financial in Columbia, MD. His prior roles include positions at Wells Fargo Clearing Services and Uber. He is also involved as an associate and employee of Merriweather Money Management, where he provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary consulting using analytical tools and supports a broad network of advisors with specialized municipal and public-finance services.

Andrew Sipala is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm combines in-house research and third-party analytics to evaluate investment options while offering brokerage and advisory solutions across a broad client base.

Robert Goldbeck Jr. is a financial professional with four years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at various firms including Portfolio Advisory Associates and First Allied Securities. His background includes roles outside finance at GEA Mechanical Equipment US, Inc., GEA Process Engineering US, Inc., and Rohde & Schwarz. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated money managers and varied account structures.

Jonathan Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and has held roles at Wells Fargo Bank NA since 2001. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

James Mellendick is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Morgan Stanley. Outside of his advisory work, he serves as a consultant for Coleman Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing a wide network of advisers and advanced operational tools.

William Eisentraut is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles at Fannie Mae and StoneBridge Advisors, Inc. He has been involved with the University of Maryland and UMD RecWell in recent years. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services supported by a model-based investment process and multiple program options.

Timothy Bishoff Jr. is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2008 and has also worked at Bank of America, N.A. since 2023. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.